Managing contacts

The following pages contain information about managing contacts.

• Add a Contact
• Add Leads
• Edit a Contact
• Add an Activity
• Add a Calendar Event
• Add a Note
• Archive a Contact
• View SmartPlans
• Add a Contact to a SmartPlan
• Mark or Unmark a Contact as a Lead
• Call or Text a Contact
• Add a Neighborhood to a Contact
• Add a Task
• Create an Opportunity for a Contact
• Create a Saved Search for a Contact
• More Options Menu
• Bulk Actions
  • Add a Note to Multiple Contacts
  • Archive Multiple Contacts
  • Send SMS to Multiple Contacts
  • Add Tags to Multiple Contacts
  • Add Multiple Contacts to Email List
  • Share Multiple Contacts (Teams)
  • Mark Multiple Contacts as Leads
  • Unmark Multiple Contacts as Leads
  • Add Multiple Contacts to a SmartPlan
  • Export Multiple Contacts
  • Export Mailing Labels for Multiple Contacts
• Using Teams with Contacts
  • Share a Contact (Teams)
  • Add Contact or Lead (Teams)
  • Create a Lead and Send It Through Lead Routing (Teams)
  • Claim a Lead from a Notification (Teams)
  • Assess the Lead Pool (Teams)
  • Claim a Lead from the Lead Pool (Teams)
  • Transfer Contact or Lead Ownership (Teams)
  • View Shared Contacts (Teams)
  • View Your Team’s Consumer Engagement in Contacts (Teams)
  • Temporarily Stop Receiving Routed Leads (Teams)